+191.1%
TRI vs TRMB
+121.9%
+69.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.3% |
| 7D | -7.9% | -3.0% | -4.8% | -7.0% |
| 30D | -4.5% | +2.3% | -6.8% | -5.0% |
| 3M | +22.1% | +15.3% | +6.8% | +18.1% |
| 6M | -2.8% | -14.7% | +11.9% | +1.6% |
| YTD | -23.4% | -26.4% | +3.0% | -16.9% |
| 1Y | -41.5% | -30.4% | -11.1% | -35.9% |
| 3Y | -19.2% | +13.5% | -32.7% | -23.4% |
| 5Y | -9.4% | -38.6% | +29.2% | -1.0% |
| All | +191.1% | +121.9% | +69.2% | +120.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling